FINANCIAL PLANNING
Your money. Your life. Your future.
Plan your money for the life you want with expert financial planning.
We are financial planning experts
Are you looking at your options right now and planning your financial future? You only get one life, so make every day count.
The sooner you have a plan for your money, the sooner you’ll feel empowered and in control. We’ll help you make the right financial decisions and will give you clarity and certainty about your financial future.
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People We’ve Helped to plan
Meet Rob
‘I realised that I needed professional advice, because this is the one thing I had to get right. Shaun has taken the time to get to know us as a couple and as a family and understand our lifestyle. It’s such a comfort blanket and you can rest a bit easier, knowing that you have done the right things.’
Meet Di & Trevor
‘People just don’t understand what’s possible without taking financial advice and we certainly didn’t think that this lifestyle would be possible. You do need to get professional advice, you can’t do this alone. Thanks to Sue and the Riverfall team for pulling out the stops and enabling us to have a financial future we didn’t think was possible.’
Meet Viv & Steve
‘It’s such a massive decision and you worry about who you can trust. We had a great connection with Jessica and trusted her instantly. Thanks to Jessica and Riverfall we are now happily retired, sooner than we had thought possible.’
Meet Lindsey
‘Trust is so important. For me it’s more than trust though, I have to like the person I’m dealing with, feel they’re on my wavelength and can understand where I’m coming from and what my husband and I want from our retirement planning’.
How we can help
with YOUR FINANCIAL PLANNING
Your plan starts with your story. Where you are now, and what do you want to achieve?
Your Life
Because it’s about your life, not just your money
Everyone has a story. We listen to yours and provoke new thinking.
Our Advice
Transforming theory into reality
We use our expertise to recommend the right solutions for you.
Your Plan
Without a plan, it’s just a dream
We create a clear path to the life you’ve told us you want.
Knowing that you are on track to achieve your goals and making the most of your life along the way is truly empowering. It puts you in control and gives you priceless peace of mind.
ASK YOURSELF…
Are you using your money to make the most of your life?
You only get one life, so make every day count. The sooner you have a plan for your money, the sooner you can live your life by choice and not by chance.
LET’S CREATE YOUR FINANCIAL LIFE PLAN
To put you firmly in control of your financial future, we convert the complexity of the financial world into the clarity of a plan that’s right for you.
1
Where are
you now?
It’s the only true starting point.
We work through our Checklist to get a complete picture of what you have, whether it’s right for you and if you are missing anything.
2
Where do you want to go?
This is all about you, and we listen well.
Here we explore what matters most to you. What lifestyle do you want, now and in the future? What do you need to plan for? What are your dreams and aspirations?
3
How will you
get there?
Now we create your plan – a clear path to achieving your goals and enjoying your journey.
Using powerful planning software we explore various scenarios, such as how much investment risk you might need to take and when you could afford to retire, until we find the plan that suits you best.
Things will change of course, but as they do, we will make sure you stay on track.
PLANNING YOUR FINANCIAL FUTURE
By using sophisticated planning software, we can model various scenarios. Could you afford to slow down or maybe change direction? When could you retire? What if you were made redundant?
OUR EXPERT’S VIEW
Get more from your money than just money. In this thought provoking article we ask ‘Are you living the best life possible with the money you have got …?’
Simon Phippen, Founder and Director
Let’s talk
We are here to help you achieve your life goals, whatever they may be.
Book your free initial consultation with one of our expert financial planners today.
WHAT OUR CLIENTS SAY
What our clients think of our service is what matters most to us and we are proud of the feedback we’ve had from more than 200 client surveys. Our overall satisfaction score is 93%.
Read Our Magazine
‘The Bridge’
Communicating with our clients is important to us, so we create our very own in-house magazine, into which we pour the expertise of the Riverfall Financial team.
It’s free, it’s exclusive and it’s full of insight on proper financial planning.
How can we help you?
